Jeffrey Harley is a registered investment advisor at Fiduciary Financial Advisors, based in Ventura, CA, with 7 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,035 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $150.0M | 0.30% |
| $150M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
830 E Santa Clara St, Ventura, CA, 93001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jeffrey provides consulting services in technology, operations, and finance, dedicating about 10-20% of his time. He also owns Madecraft, LLC, where he develops educational content, spending minimal time on this activity.
Employment History
Current Registrations
Fiduciary Financial Advisors
Previous Registrations
Mariner Platform Solutions
Adviceperiod, LLC
Pierpont Financial Advisors LLC
State Registrations1 state
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